HB Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

HB Wealth Management’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.1M	Buy	230,643 +2,187	+1%	+$448K	0.28%	48
2026 Q1	$43.8M	Sell	228,456 -2,063	-0.9%	-$409K	0.28%	49
2025 Q4	$44.2M	Buy	230,519 +11,041	+5%	+$2.1M	0.29%	47
2025 Q3	$41.6M	Buy	219,478 +24,577	+13%	+$4.58M	0.28%	51
2025 Q2	$35.4M	Sell	194,901 -5,047	-3%	-$871K	0.28%	48
2025 Q1	$34.6M	Buy	199,948 +166,473	+497%	+$29.6M	0.29%	47
2024 Q4	$5.87M	Buy	33,475 +4,877	+17%	+$882K	0.06%	147
2024 Q3	$5.12M	Sell	28,598 -2,053	-7%	-$351K	0.06%	154
2024 Q2	$5.04M	Sell	30,651 -1,703	-5%	-$280K	0.06%	150
2024 Q1	$5.48M	Buy	32,354 +1,535	+5%	+$246K	0.07%	142
2023 Q4	$4.86M	Sell	30,819 -1,246	-4%	-$181K	0.07%	139
2023 Q3	$4.54M	Buy	32,065 +71	+0.2%	+$10.6K	0.07%	135
2023 Q2	$4.79M	Sell	31,994 -2,793	-8%	-$402K	0.08%	129
2023 Q1	$5.03M	Sell	34,787 -209	-0.6%	-$30.6K	0.09%	116
2022 Q4	$4.94M	Buy	34,996 +1,313	+4%	+$184K	0.09%	112
2022 Q3	$4.29M	Sell	33,683 -1,008	-3%	-$142K	0.09%	107
2022 Q2	$4.66M	Buy	34,691 +352	+1%	+$51.5K	0.1%	103
2022 Q1	$5.42M	Buy	34,339 +4,924	+17%	+$768K	0.1%	101
2021 Q4	$4.79M	Buy	+29,415	New	+$4.65M	0.1%	89

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

HB Wealth Management's RSP Position: Q2 2026 in Review

HB Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.96% in Q2 2026, buying an estimated $448K and bringing the position to 230,643 shares worth $49.1M. The position accounts for 0.28% of the portfolio, ranked #48.

HB Wealth Management first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

HB Wealth Management held 230,643 shares of Invesco S&P 500 Equal Weight ETF worth $49.1M as of Q2 2026.
HB Wealth Management bought 2,187 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $448K.
Invesco S&P 500 Equal Weight ETF made up 0.28% of HB Wealth Management's portfolio in Q2 2026, its #48 holding.
HB Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.